Legacy Wealth Asset Management’s Southwestern Energy Company SWN Stock Holding History

Legacy Wealth Asset Management’s Portfolio SWN Stock Details SWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-21,437	Closed	-$152K	–	364
2024 Q3	$152K	Buy	21,437 +278	+1%	+$1.79K	0.04%	343
2024 Q2	$142K	Buy	21,159 +1,033	+5%	+$7.54K	0.04%	336
2024 Q1	$153K	Sell	20,126 -433	-2%	-$2.94K	0.04%	339
2023 Q4	$135K	Buy	20,559 +49	+0.2%	+$327	0.04%	333
2023 Q3	$132K	Buy	+20,510	New	+$131K	0.05%	326

Other funds holding SWN

MSIIA

Morgan Stanley Institutional Investment Advisors Greenwood Village, Colorado $1.07B AUM 29.17% 1-Year Est. Return

KRSITF

Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.67B AUM 39.1% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

MFS

Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return

Legacy Wealth Asset Management's SWN Position: Q4 2024 in Review

Legacy Wealth Asset Management sold out of Southwestern Energy Company (SWN) in Q4 2024, closing a stake of 21,437 shares — an estimated $152K sold.

Legacy Wealth Asset Management first reported a position in SWN in Q3 2023 and held it in 5 quarters. The position peaked at $153K in Q1 2024. 5 funds tracked by Wall St. Rank hold SWN as of Q4 2024.

Legacy Wealth Asset Management reported no remaining Southwestern Energy Company position as of Q4 2024 after selling out during the quarter.
Legacy Wealth Asset Management sold 21,437 Southwestern Energy Company shares in Q4 2024, an estimated $152K.
Legacy Wealth Asset Management first reported a position in Southwestern Energy Company in Q3 2023 and held it in 5 quarters.
Legacy Wealth Asset Management's Southwestern Energy Company position peaked at $153K in Q1 2024.
5 funds tracked by Wall St. Rank held Southwestern Energy Company as of Q4 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q4 2024, filed 15 Jan 2025.